Eaton Vance Tax-Managed Buy-Write Opportunities Fund
88 hedge funds and large institutions have $133M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
107% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 15
16% more funds holding
Funds holding: 76 → 88 (+12)
12% more capital invested
Capital invested by funds: $119M → $133M (+$13.9M)
0.56% more ownership
Funds ownership: 13.19% → 13.75% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.31M |
| 2 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$2.24M |
| 3 |
Morgan Stanley
New York
|
+$751K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$741K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$2.5M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.54M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$792K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$654K |
| 5 |
Cohen & Steers
New York
|
-$551K |
ETV Hedge Fund Activity: Q4 2015 in Review
88 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2015, worth a combined $133M — up 12% from $119M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ETV positions and 9 closed out — a net gain of 13 holders — while 31 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.31M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $2.5M sold.
- 88 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2015, up from 76 in Q3 2015.
- Funds reported $133M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2015, up 12% quarter-over-quarter.
- 22 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2015 and 9 closed out, a net change of +13 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2015 was LPL Financial, an estimated $4.31M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2015 was Bank of Nova Scotia, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2015.